Associate Financial Adviser

Location:

Stansted

Salary: £50,000 - £60,000

Type:
Permanent

Workplace:
Hybrid

Recruiter:
Managing This Role

Are you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm?

A rare opportunity now exists for a Paraplanner/ Junior Adviser (Chartered or nearly) to work closely with a Principal Adviser as their wing person, learning their client bank in depth and gradually taking over long-standing HNW client relationships to ensure continuity and exceptional ongoing service.

This role uniquely blends high-level technical work with genuine client relationship development, making it ideal for someone emerging from a senior paraplanning, technical, or hybrid background who wants to progress into a trusted advisory position.

• Work directly with a senior, experienced Adviser, attending client meetings and supporting day-to-day advice delivery
• Build deep knowledge of a sophisticated HNW client bank, with a structured succession plan
• Take on increasing responsibility for client relationships over time (farmer than hunter)
• Provide insight and analysis across Retirement, Investment, Estate Planning, and Tax
• Act as a key technical point of contact for Advisers, Clients, and Introducers
• Help shape and refine the firm's overall client proposition and planning processes

We welcome applications from experienced Paraplanners, Technical Financial Planners, or Advisers with strong analytical ability who are:

• Chartered (CII Level
  6) or close to achieving
• Able to interpret and communicate complex information clearly to clients and colleagues
• Relationship-focused, ethical, and committed to long-term client service
• This role is ideal for someone who excels in technical depth but is now ready to step further into client ownership, without the pressure of heavy new business targets.

• A clear, structured pathway to taking over an established HNW client bank
• Close mentoring from a Principal Adviser and a highly professional team
• A great office atmosphere
• WFH policy and flexibility for a better work/life balance
• Discretionary annual bonus
• 25 days holiday & birthday off
• Group Life Assurance scheme (4 x Salary)
• Group Income Protection scheme
• Support with professional qualifications

Apply today, and one of our specialist consultants will contact you for a detailed discussion before your CV is shared with the client.